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Choose the Right Tier for Your Growth
Explore our service tiers and choose the level of financial clarity your business needs right now
Outsourced Bookkeeper
$375/mo
For small businesses that want clean books, foundational organization, and peace of mind. Simple, accurate, and built for compliance.
What's Included?
✔ Reconciliation of bank, credit card, and loan accounts
✔ Chart of accounts setup & ongoing updates
✔ Entry of non-bank or cash-based transactions
Annually:
✔ Depreciation of fixed assets
✔ Review of AR and AP
✔ Annual inventory valuation​
✔ Annual review of intercompany loans
✔ Entry of cash-based or non-bank ledgers
Optional Add Ons:
+ Onsite meeting (half-day) - $750/session
+ Payroll management - $175/month
+ Sales tax filing - $215/month
+ Tax Return readiness Package - $400/yr
Collaborative Bookkeeper
$675/mo
For growing businesses that want tighter systems, shared responsibilities, and more insight into the numbers. Clarity and support — without compromise.
What's Included?
✔ Everything in Outsourced Bookkeeper
✔ Reconciling all banks, credit cards, and Loans
✔ Transaction Categorization & Bank Feed Management
✔ Setup and Modify Chart of Accounts for Management Needs
✔ Accrual Basis Reports for Management
✔ Monthly Depreciation of Fixed Assets
✔ Monthly Review of Accounts Receivables and Payables
✔ Entry of cash-based or non-bank ledgers
✔ Process and Manage Payroll
✔ QuickBooks Online Subscription/License
✔ Hubdoc Document Portal
Optional Add Ons:
+ Onsite meeting (half-day) - $500/session
+ Process & Manage Sales Tax - $150/mo
+ Annual Corporate Tax Return - $400/yr
Executive Bookkeeper
$1215/mo
Built for businesses that need hands-on financial partnership and high-level decision-making support. This is where precision meets strategy.
What's Included?
✔ Everything in Collaborative Bookkeeper
AND
✔ Forecasting, Budgets, and Strategic Planning
✔ Tax Package Prep for CPA
✔ Process and Manage Sales Tax
✔ Custom Reporting Dashboard
✔ Priority email + chat access for financial Q&A
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